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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,912 | $56,287+49.1% | $80,977+3.6% | $62,881+33.4% |
| Participation rate | 96.6% | 68.9%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 8.88% | 22.13%-13.3pp | 17.11%-8.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $9,192 | $1,943+373.1% | $3,715+147.5% | $2,281+303.0% |
| Participant deferral / active EE | $11,803 | $4,196+181.3% | $5,696+107.2% | $3,203+268.5% |
| Admin fee / account holder | $415 | $3,742-88.9% | $5,517-92.5% | $4,296-90.3% |